Plan Snapshot
- Plan Sponsor: Covey Roberts & Carmody-Roberts, LLC
- Sponsor EIN: 452429796
- Sponsor Address: 892 ROUTE 35, PO BOX 590, CROSS RIVER, NY, 10518
- Plan Type: DC
- Total Participants: 0
- Total Assets: $465,012
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 0 | $465,012 | $0 | $0 |
| 2022 | 0 | $409,124 | $0 | $0 |